Windsor Wealth Management’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $777K | Sell |
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|
2023
Q2 | $800K | Hold |
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|
2023
Q1 | $785K | Sell |
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|
2022
Q4 | $835K | Buy |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $354K | Sell |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $340K | Buy |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $343K | Hold |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $419K | Buy |
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|
2019
Q3 | $243K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $201K | Buy |
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